Mesirow Financial Investment Management’s Phillips 66 PSX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
15,585
-721
| -4% | -$86K | 0.04% | 198 |
|
|
2025
Q1 | $2.01M | Buy |
16,306
+50
| +0.3% | +$6.18K | 0.04% | 191 |
|
|
2024
Q4 | $1.85M | Sell |
16,256
-52
| -0.3% | -$5.92K | 0.04% | 196 |
|
|
2024
Q3 | $2.14M | Buy |
16,308
+124
| +0.8% | +$16.3K | 0.04% | 192 |
|
|
2024
Q2 | $2.29M | Buy |
16,184
+68
| +0.4% | +$9.61K | 0.05% | 178 |
|
|
2024
Q1 | $2.63M | Buy |
16,116
+385
| +2% | +$62.9K | 0.06% | 169 |
|
|
2023
Q4 | $2.09M | Buy |
+15,731
| New | +$2.09M | 0.08% | 152 |
|